PFSC

Peoples Financial Services Corp Portfolio holdings

AUM $214M
1-Year Est. Return 22.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$202M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
261
New
Increased
Reduced
Closed

Top Buys

1
+$2.18M
2
+$160K
3
+$118K
4
ASML icon
ASML
ASML
+$82.5K
5
PANW icon
Palo Alto Networks
PANW
+$65K

Top Sells

1
+$1.43M
2
+$1.16M
3
+$758K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$649K
5
MSFT icon
Microsoft
MSFT
+$645K

Sector Composition

1 Technology 21.1%
2 Financials 17.58%
3 Healthcare 12.46%
4 Consumer Discretionary 8.5%
5 Industrials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$228K 0.11%
8,829
+4,250
127
$222K 0.11%
3,150
128
$215K 0.11%
1,978
-800
129
$212K 0.11%
1,755
-329
130
$195K 0.1%
368
131
$181K 0.09%
4,174
132
$177K 0.09%
1,666
133
$168K 0.08%
874
-6,560
134
$162K 0.08%
6,113
-250
135
$159K 0.08%
2,000
136
$157K 0.08%
5,249
137
$152K 0.08%
500
138
$146K 0.07%
410
-4
139
$143K 0.07%
6,000
140
$141K 0.07%
1,400
+500
141
$136K 0.07%
1,593
-9
142
$135K 0.07%
1,500
143
$135K 0.07%
462
144
$131K 0.06%
198
145
$127K 0.06%
1,393
146
$126K 0.06%
951
+74
147
$124K 0.06%
5,548
-288
148
$123K 0.06%
1,622
149
$113K 0.06%
1,638
-5
150
$112K 0.06%
3,328
4 5
6
7 8